ADVISOR
RETIREMENT

FOR ADVISORS CONSIDERING RETIREMENT:

INTRODUCING THE AIRE LIFETIME PENSION PLAN

We believe in caring for our advisors' success as much as they do. Our unique approach includes crafting personalized succession plans that cater to your distinctive needs and aspirations.  Emphasizing a lifetime payout structure, we go beyond standard support, ensuring that our advisors receive financial stability and recognition for their dedication to their careers throughout retirement.  Whether you plan to retire in 2 years or 20 years, The AIRE Lifetime Pension Plan will provide you with retirement income from your book of clients – for the rest of your life, as long as clients choose to remain at AIRE for service. 

  • As with everything we do at AIRE Advisors, our succession plan is customized to you. We will help you partner with our other advisors to create a seamless experience for you and your clients, and management will be involved in every step to ensure a successful transition.

  • We will create a customized retirement package that will compensate you generously for the rest of your life, including options for period certain, joint life, and more.

  • Come and talk to us about one of the strongest retirement packages in the industry!

For more information:

AMIR MONSEFI, CEPA, CPFA, AWMA®, CPWA®
Co-Founder, CEO